Profit Sharing · DOL Form 5500 · 2023

Steppingstone Day School Inc Profit Sharing Plan

Data updated 2026-08-11

$9M
Total assets
215
Participants
57th
Percentile by assets
$43,127
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Steppingstone Day School Inc Employees Retirement Plan · Sponsored by Steppingstone Day School Inc · New York · Educational Services

$9M in assets, 215 participants

Steppingstone Day School Inc's Steppingstone Day School Inc Employees Retirement Plan reported $9M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 57th percentile by assets (of 127,072 plans)
  • #1,500 in Educational Services (3,735 peers)

Coverage in New York

Steppingstone Day School Inc Employees Retirement Plan covers 215 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $9M.

$9M
total plan assets (2023 EOY)
215
covered participants
57th
percentile by assets (of 127,072 plans)
$43,127
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steppingstone Day School Inc Employees Retirement Plan reported net income rose from -$140K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Steppingstone Day School Inc Employees Retirement Plan reported participants fell from 251 in the plan year 2022 filing to 215 in the plan year 2023 filing.
  • Steppingstone Day School Inc Employees Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Steppingstone Day School Inc Employees Retirement Plan reports 215 participants - about 27% of that state average ($9M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN112658604
Plan Effective Date1986-06-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Steppingstone Day School Inc)

$8M$9M$10M$11M 202220232024 $8.33M $10.7M ▲ +28.7%
Total plan assets by year, all Steppingstone Day School Inc plans on file
Year Plans Participants Total Assets
2022 1 251 $8M
2023 1 215 $9M
2024 1 259 $11M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Steppingstone Day School Inc Employees Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Steppingstone Day School Inc Employees Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Steppingstone Day Sc…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
Steppingstone Day School Inc Employees Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Steppingstone Day School Inc Employees Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Steppingstone Day School Inc Employees Retirement Plan assets move in 2023?
Steppingstone Day School Inc Employees Retirement Plan grew at a solid clip - up 11.3% during 2023, from $8M to $9M. Reported net income was $1M.
How have Steppingstone Day School Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Steppingstone Day School Inc's sponsor-wide assets grew 28.8%, from $8M to $11M.
Which Profit Sharing plans are similar in size to Steppingstone Day School Inc Employees Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Messer-Bowers Profit Sharing Plan in OK ($9M, 40 participants).

Next read for Steppingstone Day School Inc Employees R…

Filing takeaways

Ways to act on Steppingstone Day School Inc Employees Retirement Plan's numbers.